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Douglas Harry Davey

Investment Adviser Representative at Statheros Financial Solutions, Inc.

El Dorado Hills, CACRD #5628072Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
18 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Douglas Harry Davey is an investment adviser representative with Statheros Financial Solutions, Inc. in El Dorado Hills, CA, where they have been registered since 2026. They have worked in the securities industry since 2008 and were previously registered with PGR Solutions, LLC. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in California and Idaho.

Office

1107 Investment Blvd., Ste. 135
El Dorado Hills, CA 95762

Advisors at this office: 7

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
California, Idaho

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 12/22/2008

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Statheros Financial Solutions, Inc.Current
4/11/2026 – El Dorado Hills, CA
Statheros Financial Solutions, Inc.
12/6/2019 – 4/11/2026Worley, ID
PGR Solutions, LLC
12/23/2008 – 12/31/2019Worley, ID

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. PGR Solutions, LLC (Succeeded TO Statheros Financial Solutions)
    Dec 2008 – Nov 2019Campbell, CA
  2. Statheros Financial Solutions, Inc.
    Nov 2019 – no end date reportedEl Dorado Hills, CA

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Statheros Financial Solutions, Inc.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
Firm account minimum
$100,000 (waivable)
Firm's annual rate schedule by assets
  • First $499,9991.20%
  • Next $500,000 ($500,000-$999,999)1.10%
  • Next $1,500,000 ($1,000,000-$2,499,999)0.80%
  • Next $2,500,000 ($2,500,000-$4,999,999)0.65%

+3 more tiers on the firm profile

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension Consulting

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCorporations

Firm assets under management

$500M–$1B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
10
Offices listed on AdvisorFinder:
2
Main office:
El Dorado Hills, CA
SEC file number:
801-117649

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of June 2, 2026

View full firm profile

Other advisors at Statheros Financial Solutions, Inc.

9 other advisors in the directory

View Statheros Financial Solutions, Inc. firm profile

Similar advisors in El Dorado Hills, CA

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Douglas Harry Davey has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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